If you find it hard to attain personal life goals, there’s an app for that!
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When you’re married and have children, insurance needs will be different.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
There are ways to improve your physical fitness without denting your fiscal fitness.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
What is your plan for health care during retirement?
The market is as unpredictable as the weather. We’d love to help you prepare.
The decision whether to buy or rent a home may have long-term implications.
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations? Here are three tips.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.